Jonathan Pauwels
Articles
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How do I know if an invoice is fully paid?
Once the "Total paid amount" equals the invoice total and the "Amount due" is 0,00 €, the invoice status indicator at the top right will automatically change to a green "Paid" label.
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What payment methods are supported for recording?
When manually adding a payment, you can select from methods such as Bank transfer, Cash, or Other.
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Can I record multiple partial payments for a single invoice?
Yes. In Edit Mode, go to the "Payment list" section and click "Add payment." You can specify the paid amount, date, payment method (Bank transfer, Cash, etc.), and add a remark. You can repeat this...
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Why is the "Add payment" button disabled?
To manually add a payment line, you must first click the "Edit" button at the top of the page to enter Edit Mode. You cannot add individual payment lines while in View Mode.
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How do I mark an invoice as paid immediately?
In the "Payment list" section of the invoice, click the "Mark as paid" button. This will immediately record a payment for the full amount due and update the invoice status to "Paid."
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Why does my new invoice say "Reference number to be generated"?
New invoices are created in Proforma (draft) status first. To assign a legal invoice number and finalize the document, you must click the "Generate invoice number" button at the top right of the in...
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What is the difference between "Create deposit" and "Settle balance"?
Create deposit: Allows you to request a partial payment before work is completed.Settle balance: Generates a final invoice for the total remaining amount of the quote, including any items not yet i...
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How do I create an invoice from an approved quote?
Open the quote in View Mode and click the "Create invoice" button at the top right. You will be prompted to choose an invoice type: "Create deposit" (for partial payment) or "Settle balance" (to cr...
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What do the icons next to the status mean?
Paper airplane icon: The invoice has been sent to the client.Peppol icon (blue globe): The invoice was successfully sent via the Peppol network.Red Exclamation Mark (!): The invoice is overdue.
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How do I mark an invoice as paid?
You can click the "Mark as paid" button at the top right of the invoice view, or go to the "Payment list" section and click "Add payment" to record partial or full payments.